AMERICAN CAVALIER KING CHARLES SPA… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

CLAIRE PARKER

Tax Period

2024-01-01 to 2024-12-31

AMERICAN CAVALIER KING CHARLES SPANIEL CHARITABLE TRUST, founded in 2003, is a micro nonprofit in the Animal-Related sector that reported $86K in total revenue in fiscal year 2024. Revenue surged 73% from the prior year, signaling strong growth momentum. Expenses of $122K exceeded revenue, resulting in a 41% operating deficit.

Mission

HEALTH AND EDUCATION

Program Service Accomplishments

Program 1

Expenses: $121,657 Revenue: $86,415

THE TRUST IS INVOLVED IN HEALTH, EDUCATION AND GIVING TO CHARITIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $61,488

Program Service Revenue $12,847

Investment Income $12,080

Other Revenue $0

TOTAL REVENUE $86,415

Expense Breakdown

Grants Paid $106,441

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $121,657

Other Expenses $15,216

TOTAL EXPENSES $121,657

Year-over-Year Comparison

	2024	2023	Change
Revenue	$86,415	$49,868	+0.7%
Expenses	$121,657	$66,582	+0.8%
Net Income	$-35,242	$-16,714	+1.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HELEN JESSE	TRUSTEE	2.00	Director	$0	$0	$0
LESLIE SLUSHER	TRUSTEE	2.00	Director	$0	$0	$0
STEPHANIE STERLING	TRUSTEE	2.00	Director	$0	$0	$0
CARL TENNILLE	TRUSTEE	2.00	Director	$0	$0	$0
LAMONT TODER	TRUSTEE	2.00	Director	$0	$0	$0
PATRICIA KANAN	PRESIDENTCHAIR	2.00	Officer	$0	$0	$0
DR JOHN IOIA	VICEPRESIDENT	4.00	Officer	$0	$0	$0
CLAIRE PARKER	TREASURER	4.00	Officer	$0	$0	$0
LUANNE DUNHAM	CORRESPONDING SECRETAR	2.00	Officer	$0	$0	$0
BETTINA STERLING	RECORDING SECRETARY	2.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$86,415	$121,657	$527,642	$-35,242
2023	$49,868	$66,582	$559,302	$-16,714
2022	$278,386	$26,083	$576,016	$252,303

AMERICAN CAVALIER KING CHARLES SPANIEL CHARITABLE TRUST